Independence Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Independence Advisors’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$7.85M	Sell	67,685 -2,636	-4%	-$306K	1.68%	11
2020 Q2	$8.12M	Buy	70,321 +113	+0.2%	+$12.8K	1.86%	11
2020 Q1	$7.93M	Sell	70,208 -5,540	-7%	-$632K	2.19%	11
2019 Q4	$8.63M	Sell	75,748 -233	-0.3%	-$26.5K	2.08%	12
2019 Q3	$8.67M	Sell	75,981 -915	-1%	-$104K	2.11%	12
2019 Q2	$8.7M	Sell	76,896 -1,247	-2%	-$140K	2.23%	12
2019 Q1	$8.69M	Sell	78,143 -345	-0.4%	-$37.8K	2.44%	12
2018 Q4	$8.56M	Buy	78,488 +32,620	+71%	+$3.51M	2.85%	10
2018 Q3	$4.95M	Buy	45,868 +2,090	+5%	+$227K	1.47%	14
2018 Q2	$4.77M	Sell	43,778 -4,317	-9%	-$468K	1.53%	13
2018 Q1	$5.24M	Buy	48,095 +39,890	+486%	+$4.35M	1.73%	14
2017 Q4	$909K	Buy	8,205 +3,880	+90%	+$429K	0.31%	30
2017 Q3	$480K	Hold	4,325	–	–	0.19%	39
2017 Q2	$476K	Hold	4,325	–	–	0.19%	43
2017 Q1	$471K	Sell	4,325 -1,380	-24%	-$150K	0.2%	42
2016 Q4	$617K	Buy	+5,705	New	+$625K	0.27%	36

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independence Advisors's MUB Position: Q3 2020 in Review

Independence Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q3 2020, selling an estimated $306K and leaving 67,685 shares worth $7.85M. The position accounts for 1.68% of the portfolio, ranked #11.

Independence Advisors first reported a position in MUB in Q4 2016 and has held it in 16 quarters since. The position peaked at $8.7M in Q2 2019. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

Independence Advisors held 67,685 shares of iShares National Muni Bond ETF worth $7.85M as of Q3 2020.
Independence Advisors sold 2,636 iShares National Muni Bond ETF shares in Q3 2020, an estimated $306K.
iShares National Muni Bond ETF made up 1.68% of Independence Advisors's portfolio in Q3 2020, its #11 holding.
Independence Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 16 quarters since.
Independence Advisors's iShares National Muni Bond ETF position peaked at $8.7M in Q2 2019.
874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.